CENTER RELEASES 2018 ANNUAL REPORT

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The CFP Board Center for Financial Planning continued to make significant strides in 2018 to advance the financial planning profession by improving the health of our talent pipeline, fostering greater diversity within our workforce and increasing the quality of our practitioners’ knowledge and insights.  We did this by leveraging rigorous research, research-based programs and broad …

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Center Releases 2017 Annual Report

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With a tremendous first year behind us, the CFP Board Center for Financial Planning continued to advance its mission of creating a more diverse and sustainable financial planning profession in 2017, celebrating a number of groundbreaking achievements throughout the year. We are proud to share these accomplishments with you in our 2017 Annual Report.Our Annual …

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Center in the News

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Read recent articles about the Center for Financial Planning. FAs Wanted: “Millennials, Women, People of Color” Financial Advisor IQ, April 24, 2017 Center for Financial Planning Awards Scholarships Financial Advisor, April 6, 2017 Fidelity’s David Canter Makes Financial Advice His Boston Marathon Cause InvestmentNews, March 20, 2017 Beware the Gap Coming in the Number of …

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Center’s 2016 Annual Report Highlights Successful First Year

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The CFP Board Center for Financial Planning is proud to present the 2016 Annual Report. Our inaugural Annual Report highlights the exciting programs and initiatives launched during the Center’s first year and the significant progress the Center has made in each of its three focus areas: Workforce Development: Attracting and developing the next generation of …

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CFP Board, University of Illinois Offer Free, Online Financial Planning Course

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Offered through Coursera, course provides an introduction for both consumers and those interested in a career in financial planning Young adults and others who resolve to be financially prepared for 2017 and beyond can take a free, online financial planning course at their convenience. Now open for registration, the course provides an introduction to financial …

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